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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.820 | 2.970 | 0.150 |
Shares | 89.720 | 89.720 | 0.000 |
Bonds | 7.390 | 7.390 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.334 | 17.545 |
Price to Book | 2.478 | 2.539 |
Price to Sales | 1.764 | 1.767 |
Price to Cash Flow | 10.848 | 10.625 |
Dividend Yield | 2.239 | 2.204 |
5 Years Earnings Growth | 11.138 | 11.451 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.540 | 22.247 |
Financial Services | 15.070 | 14.930 |
Healthcare | 11.730 | 12.641 |
Industrials | 11.160 | 11.535 |
Consumer Cyclical | 11.080 | 11.032 |
Communication Services | 6.970 | 6.478 |
Consumer Defensive | 6.420 | 6.164 |
Real Estate | 4.660 | 3.795 |
Energy | 4.110 | 4.577 |
Basic Materials | 3.920 | 4.214 |
Utilities | 2.340 | 2.386 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 49.20 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 22.85 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.55 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.24 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.22 | - | - | |
JPMorgan Core Plus Bond R6 | - | 3.89 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.76 | - | - | |
JPMorgan Core Bond R6 | - | 2.05 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.80 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 0.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.23B | -0.22 | -1.86 | 1.90 | ||
JPMorgan Core Bond Select | 20.07B | -0.36 | -2.03 | 1.72 | ||
JPMorgan Core Plus Bond R6 | 12.46B | -0.08 | -1.75 | 2.12 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 1.35 | 2.49 | 2.33 | ||
JPMorgan Core Plus Bond Select | 5.43B | -0.10 | -1.78 | 2.03 |
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